Need to talk to your banker? Right now? Chat your Go-To.

Meet your Go-To financial expert.

You can choose someone from your neighborhood, someone with the expertise you need, or someone who shares your interests. Our best advice is to connect with someone who can make you :) while they help you make the most of your money.

Merging accounts?

"My partner and I got married last year and Jeff walked us through all the steps we needed to merge our accounts and finances."

-Robert, Eugene, Oregon

Lost wallet?

"I was headed into a presentation when I realized I lost my wallet. Texted my Go-To and by the time I got out, my card was closed, accounts were frozen, and everything was taken care of."

- Marie, Portland, Oregon

Buying a home?

"We fell in love with our dream home but it was over-budget. Kathy helped us look at our monthly finances and figure out a way to make it work."

- Diane, Redding, California

Umpqua Go-To is Easy!

Connect with your own personal financial expert. First, pick your bank person. Choose someone from your neighborhood, someone who loves helping home buyers, or someone who hikes every weekend. Our best advice is to connect with someone who can help you make the most of your money.

Next, say hi. Or jump right in and ask a question. Like: Can you update my address? What's this fee about? How do I get better at budgeting? What do you think? You can even open your first Umpqua account, without ever setting foot in the bank. Your Go-To is game to answer all your questions-and because bank people aren't bots, it doesn't matter how or when you ask them.